Do I need a Family Office?

Do I need a Family Office? Before you decide, ask yourself the following questions, your decision will be more accurate

The key question is: Do I need a Family Office? The decision to hire a family office is a very important and personal one., especially since, if the choice is the right one, it will become a long-term relationship.

The questions below can help you make an assessment of your family's needs and goals.

If you answer “yes” to any of the questions listed below, please do not hesitate to contact us to assess your suitability to become a Cluster Family Office client.

Family Office Do I really need it?

My family wants to:

A plan for the integral management of our heritage, to take into account:
- Investments to be made
- Proactive tax planning
- Donations of fortune and
- Optimal ownership structures
A comprehensive risk management study, to protect our heritage and our family
A investment policy that suits my family's needs, which includes the selection and monitoring of the best managers, allows for reasonable diversification and provides consolidated performance reporting.
Saving time and avoiding complexities, by having a family office to act as a coordinator of all matters affecting the management of our assets.
Benefit from savings in transaction costs
Coordination of our professional advisors, including lawyers and accountants, to ensure that our family and wealth objectives are achieved.
Getting involved in philanthropic projects that contribute to the betterment of society
Confidence in that, if something happens to me (or to the decision-maker), there will be someone who knows our family and our assets who can help us. to make the transition to future generations
The proactive, professional and responsible service of a company whose origin is identical to mine

Yes, I need a
Family Office...

...I don't need a
Family Office

(+34) 93 626 47 75

(+34) 91 794 19 82

Do I need a Family Office?